Financial Portfolio Strategist (0042)

Financial Portfolio Strategist (0042)

OCT Consulting, LLC is an SBA-certified, 8(a) small business management and technology consulting firm that provides support to Federal Government clients. We provide consulting services in the areas of Strategy, Process Improvement, Change Management, Program and Project Management, Acquisition/Procurement, and Information Technology.

Responsibilities and Duties

OCT currently has an opening for a Financial Portfolio Strategist to work with our federal client, the United States Department of Agriculture (USDA) Marketing And Regulatory Programs (MRP) Information Technology (IT). This position reports to the Project Manager.

Day to day responsibilities will include: 

• Develop Information Technologies Division financial plans, budgets, and forecasts that align with the organization's financial goals. 
• Analyze financial data, trends, risks, and opportunities to recommend changes to optimize financial performance. 
• Use different methods to access financial forecasting, such as sentiment analysis, technical analysis, or fundamentals analysis. 
• Build, process, and coordinate activities for a financial portfolio that serves as a profile of the financial posture of the organization. The portfolio includes funding allocations for awards, travel, training, supplies and materials, services, equipment, salaries, benefits and other operational expenses specific to the section.
• Prepare detailed allocation and expenditure reports
• Variance analysis reports comparing actuals to budget
• Reconcile financial expenses in financial systems reports
• Audit preparation and support Documentation
• Discuss financial status with the Directorates
• Ongoing budget monitoring and adjustment recommendations
• Long-term financial planning and Analysis
• Economic impact assessments for IT systems (quarterly, at minimum)
• Financial risk assessments
• Implementation and monitoring of internal controls.
• Regular updates to ensure compliance with guidance.

Requirements:

• Must be a US Citizen.
• Ability to obtain and retain a Public Trust clearance; the investigation will involve a credit, fingerprint, and law enforcement agency check.
• Bachelor’s degree in finance, accounting, economics, or a related field (preferred) or equivalent combination of education and/or experience.
• Minimum of 5 years of experience in financial management or accounting, preferably within the public sector.
• Excellent verbal and written communication skills
• Strong analytical and problem-solving skills
• Experience with government budgeting, financial reporting, and compliance.
• Familiarity with federal, state, and local government financial regulations.
• Advanced skills in Microsoft Excel and other data analysis tools.
• Strong analytical and problem-solving skills.
• Ability to perform complex financial analyses and forecasting.
• Ability to present financial information clearly and concisely.
• Strong interpersonal skills for effective collaboration with government officials and staff.
• Strong organizational skills and the ability to handle multiple tasks and deadlines.
• Ability to maintain confidentiality and handle sensitive information.
• Knowledge of IT principles (preferred)
• Strong business acumen required
• Ability to plan / organize work, and excellent oral and written communication skills.
• Ability to interface with senior levels of management.
• Ability to recommend improvements to current and future team operations and processes.
• Ability to research, gather, and synthesize data.
• Ability to present conclusions and recommendations to management.
• Proficient in MS Office products.
• Must be able to perform in a hybrid office environment at the discretion of the client (working on-site as requested while maintaining the equipment necessary/provided for remote work).

Benefits

OCT offers competitive compensation packages and a full suite of benefits which includes:

• Medical, Dental, and Vision insurance
• Retirement savings 401K plan provided by an industry leading provider with 3% employer contributions of the employee’s gross salary
• Paid Time Off and Standard Government Holidays
• Life Insurance, Short- and Long-Term disability benefits
• Training Benefits

Salary Range: $115,000-130,000 commensurate with experience, education, etc.

About OCT Consulting

OCT Consulting LLC is a certified SBA 8(a), minority owned, small, disadvantaged business providing professional services and Information Technology solutions to the federal government and commercial clients. Founded in 2013, OCT brings the advantage of agility in operations along with a management team with a track record of leading successful engagements at major federal government agencies.

OCT is committed to a diverse and inclusive workplace. OCT is an equal opportunity employer and does not discriminate on the basis of race, national origin, gender, gender identity, sexual orientation, protected veteran status, disability, age, or other legally protected status.